SMSF & Trusts

What to do if we have a Lost Deed - SMSF, Discretionary Trust or Unit Trust

The preparation of the Deed of Lost Deed is legal advice and services, it can be completed for $395 through Abbott & Mourly Lawyers and includes a new set of rules.  In order to proceed we need the following information:

1. Name of Trust.

2. Appointor - do you want to put in place a Successor Appointor.

3. Trustee.

4. Principal Beneficiary.

5. When was it established approximately so we can determine a vesting date.

6. Who was the Settlor?

 

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024